Lofty
    Integration in review

    Lofty integration

    Connect Lofty to Conversion Realtor

    Connect your Lofty CRM to Conversion Realtor and add a conversion intelligence layer to the leads already in your database. Conversion Realtor analyzes lead activity, conversations, engagement and timing to help determine who to work, what to say, when to act and why.

    This integration is not yet publicly available. The connection workflow below describes the intended experience after Lofty approval and production activation.

    What the integration does

    Keep Lofty as your system of record

    Conversion Realtor is designed to work alongside Lofty. Lofty continues to manage your CRM records and relationships, while Conversion Realtor uses authorized information to help guide the next decision.

    • Analyze lead and contact activity
    • Identify intent, engagement and conversion signals
    • Continuously prioritize opportunities
    • Recommend the next best action
    • Generate personalized follow-up guidance
    • Help agents understand why an opportunity should be worked now
    • Return supported recommendations, notes or tasks to the CRM when applicable
    “Lofty manages your relationships. Conversion Realtor helps you decide what to do next.”

    How to connect Lofty

    A secure authorization flow

    Once the integration is approved and enabled, customers will connect from their Conversion Realtor account using these steps.

    1. 1Sign in to your Conversion Realtor account.
    2. 2Open Settings → Connections.
    3. 3Select “Connect CRM.”
    4. 4Choose Lofty.
    5. 5Click “Connect Lofty.”
    6. 6You will be redirected to Lofty to securely authorize Conversion Realtor.
    7. 7Review the requested permissions and approve access.
    8. 8Return to Conversion Realtor.
    9. 9Your Lofty connection will appear on the Connections screen with its connection status.
    10. 10Conversion Realtor will begin synchronizing the supported lead information needed to generate conversion intelligence.

    Conversion Realtor should use Lofty OAuth authorization. Customers should never be asked to provide their Lofty username or password directly to Conversion Realtor.

    What data is used

    Only information needed for conversion intelligence

    Depending on the permissions approved by Lofty, Conversion Realtor may access CRM information required to provide the integration’s functionality, including:

    • Contact and lead information
    • Lead source
    • Lead stage or status
    • CRM activity
    • Notes
    • Tasks
    • Communication or conversation information made available through the integration
    • Relevant timestamps and engagement signals

    Conversion Realtor only requests access needed to provide the integration’s functionality.

    After you connect

    Recommendations can evolve with new activity

    Authorized Lofty lead activity is synchronized with Conversion Realtor. As lead behavior and CRM activity change, Conversion Realtor can recompute:

    • Lead priority
    • Conversion signals
    • Recommended timing
    • Next best action
    • Suggested follow-up
    • Reasoning behind the recommendation

    This allows recommendations to update as relevant CRM activity occurs instead of remaining a static lead score.

    Your existing Lofty workflow

    Add intelligence without replacing the CRM your team knows

    You do not need to replace Lofty or change the way your team manages its CRM. Conversion Realtor is designed to operate as an intelligence layer alongside your existing Lofty workflow.

    Multiple Lofty accounts

    Supported customers may connect separate Lofty accounts individually. Each connection maintains its own authorization and synchronization state. Credentials are never shared between connected accounts.

    Disconnecting Lofty

    1. Open Conversion Realtor.
    2. Go to Settings → Connections.
    3. Locate the Lofty connection.
    4. Select Disconnect.
    5. Confirm the disconnection.

    Disconnecting stops future synchronization from that connection.

    Reconnecting or connection issues

    If authorization expires or a connection becomes unhealthy, go to Settings → Connections and select Reconnect or Check Health for that Lofty connection.

    Need help connecting Lofty?

    Contact Conversion Realtor Support

    Security

    Conversion Realtor uses authorized connections rather than asking customers to share CRM passwords. Access is limited to permissions granted through the integration and each CRM connection is handled independently.

    Frequently asked questions

    Does Conversion Realtor replace Lofty?

    No. Conversion Realtor is designed to work alongside Lofty as a conversion intelligence layer.

    Will connecting Conversion Realtor change my existing leads?

    Conversion Realtor analyzes authorized CRM information and only writes supported information back to Lofty where that capability is specifically enabled.

    Do I need to give Conversion Realtor my Lofty password?

    No. The intended connection uses Lofty’s secure authorization process.

    How often does Conversion Realtor update recommendations?

    Recommendations can be recomputed as relevant CRM activity and lead signals change.

    Can I disconnect Lofty?

    Yes. Lofty connections can be disconnected from the Conversion Realtor Connections screen.

    Can I connect more than one Lofty account?

    Where supported by your Conversion Realtor plan, separate Lofty accounts can be connected and managed independently.

    Lofty integration

    Turn Your Lofty Leads Into Ranked Opportunities

    Connect Lofty to Conversion Realtor and add decision intelligence to the leads already sitting in your CRM.

    Pending Lofty approval and production activation.